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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from BreezeDoc.

Add your action

An action happens after the trigger—such as "Set a Drip Boost" in SchoolMaker.

You’re connected!

Zapier seamlessly connects BreezeDoc and SchoolMaker, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Optional: Document
Trigger
Polling
Try It
Step Completed
Triggers when a member completes a Step in your school.
Trigger
Instant
Try It
- Activated Levels
Trigger
Instant
Try It
- Offer Filter
Trigger
Instant
Try It

- Member Email
  Required
- Offer
  Required
- Drip
  Required
Action
Write
- Member ID
- Email
Action
Write

- Member Email
  Required
- Offer
  Required
- Status
  Required
- First Name
- Last Name
Action
Write
- Member ID
- Email
- Ban
  Required
Action
Write
- Offer ID
  Required
- Offer Name
- Offer Description
- Published
Action
Write
- Type ID
Action
Search
- Product ID
- Offer ID
- Page
Action
Search
- Member ID
  Required
Action
Search
- Search Offer ID
Action
Search
- Program ID
Action
Search

Document Completed
Triggers when a document is completed.
Trigger
Polling
Try It
New Recipient
Triggers when a new recipient is created.
Trigger
Polling
Try It
Step Pending
Triggers when a member submits an answer.
Trigger
Instant
Try It
Member Inactivity
Triggers when a member is inactive for a certain period of time.
Trigger
Instant
Try It
New Payment
Triggers when a member successfully paid for an offer.
Trigger
Instant
Try It
- Title
  Required
- Description
- Coaching Type ID
  Required
- Date
  Required
- Duration (Hours)
- Duration (Minutes)
- Published
- Member Participants
- Coaches
Action
Write
- Member ID
- Email
Action
Write
- Conversation Title
  Required
- Message
  Required
- Member Participants
  Required
- Admin Participants
- Sender ID
Action
Write
- Member ID
- Email
- Suspend
  Required
Action
Write
- Admin ID
- Email
Action
Search
- Time Range
Action
Search
- Member ID
- Email
Action
Search
- Offer ID
  Required
Action
Search
- Program ID
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BreezeDoc and SchoolMaker to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your BreezeDoc to SchoolMaker integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BreezeDoc

BreezeDoc is an e-signature solution for your invoices, agreements, documents, and more.

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Related categories

Signatures

About SchoolMaker

SchoolMaker is an LMS with a focus on accountability and community.

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